cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do i search for text I have entered in a memo field in an invoice?

how do i search for text I have entered in a memo field in an invoice?


Solved
Best answer October 15, 2018

Best Answers
Highlighted
Level 3

How do i search for text I have entered in a memo field in an invoice?

Hi there, marylou! 

I'd be glad to help you with this. 

You can use the Advanced Search feature in QuickBooks Online for this. Here's how: 

  1. Click on the magnifying glass at the top center on your home page.
  2. Click on the Advanced Search hyperlink. Filter your search by selecting InvoicesMemo, and Contains or Equals. 
  3. Enter the memo you're looking for in the field and click on the blue Search button. You can also click on Add Filter to filter the dates.

I've attached screenshots below of how it looks. 

Please let me know if there's anything else that you need or if you're referring to something else. 

View solution in original post

5 Comments 5
Highlighted
Level 3

How do i search for text I have entered in a memo field in an invoice?

Hi there, marylou! 

I'd be glad to help you with this. 

You can use the Advanced Search feature in QuickBooks Online for this. Here's how: 

  1. Click on the magnifying glass at the top center on your home page.
  2. Click on the Advanced Search hyperlink. Filter your search by selecting InvoicesMemo, and Contains or Equals. 
  3. Enter the memo you're looking for in the field and click on the blue Search button. You can also click on Add Filter to filter the dates.

I've attached screenshots below of how it looks. 

Please let me know if there's anything else that you need or if you're referring to something else. 

View solution in original post

Highlighted
Level 1

How do i search for text I have entered in a memo field in an invoice?

PERFECT!  Thanks so much!!!!
Highlighted
Level 1

How do i search for text I have entered in a memo field in an invoice?

Is there any way to do this in the Quickbooks app?
Highlighted
Level 1

How do i search for text I have entered in a memo field in an invoice?

Also, in Quickbooks Desktop.

Highlighted
QuickBooks Team

How do i search for text I have entered in a memo field in an invoice?

It's great to have you here, @PermDude.

 

Yes, QuickBooks Desktop have the Advanced Search feature which allows you to search for transactions using the memo you've entered. Let me guide you on how to do it.

  1. Go to the Edit menu.
  2. Choose Find.
  3. Select the Advanced tab.
  4. In the Filter box, pick Memo.
  5. Type in the Memo you've entered.
  6. Click Find

You can also filter the transactions to show only the invoices. 

 

Keep me posted if you have other questions. I'm always here to help.

Need to get in touch?

Contact us